SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $753 | -44.1% | 22,700 | -44.2% | 0.00% | -50.0% |
| Q1 2023 | $1,347 | +140.5% | 40,651 | +127.1% | 0.00% | +100.0% |
| Q4 2022 | $560 | -99.8% | 17,900 | +63.0% | 0.00% | – |
| Q3 2022 | $299,000 | -30.3% | 10,980 | -22.1% | 0.00% | -100.0% |
| Q2 2022 | $429,000 | +16.6% | 14,100 | +35.6% | 0.00% | – |
| Q1 2022 | $368,000 | -69.5% | 10,400 | -66.7% | 0.00% | -100.0% |
| Q3 2021 | $1,208,000 | +177.1% | 31,200 | +181.1% | 0.00% | +100.0% |
| Q2 2021 | $436,000 | -50.1% | 11,100 | -52.4% | 0.00% | 0.0% |
| Q1 2021 | $873,000 | – | 23,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 242,485 | $9,067,000 | 6.08% |
| Prairiewood Capital, LLC | 131,930 | $4,933,000 | 3.90% |
| Charles Schwab Investment Advisory, Inc. | 50,060,709 | $1,871,769,000 | 2.94% |
| Wade Financial Advisory, Inc | 141,652 | $5,296,000 | 2.75% |
| Merriman Wealth Management, LLC | 1,501,272 | $57,772,000 | 2.28% |
| RHS Financial, LLC | 76,323 | $2,854,000 | 1.98% |
| Sterling Financial Planning, Inc. | 82,344 | $3,079,000 | 1.92% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 83,578 | $4,516,000 | 1.61% |
| Shilanski & Associates, Inc. | 98,142 | $3,670,000 | 1.56% |
| Clarius Group, LLC | 429,861 | $16,073,000 | 1.27% |